Sterling Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Hold |
8,545
| – | – | 0.45% | 30 |
|
|
2025
Q1 | $1.29M | Hold |
8,545
| – | – | 0.47% | 30 |
|
|
2024
Q4 | $1.4M | Hold |
8,545
| – | – | 0.52% | 29 |
|
|
2024
Q3 | $1.43M | Hold |
8,545
| – | – | 0.61% | 25 |
|
|
2024
Q2 | $1.3M | Hold |
8,545
| – | – | 0.59% | 23 |
|
|
2024
Q1 | $1.36M | Hold |
8,545
| – | – | 0.64% | 22 |
|
|
2023
Q4 | $1.33M | Hold |
8,545
| – | – | 0.79% | 20 |
|
|
2023
Q3 | $1.16M | Hold |
8,545
| – | – | 0.73% | 19 |
|
|
2023
Q2 | $1.2M | Sell |
8,545
-6,100
| -42% | -$859K | 0.8% | 17 |
|
|
2023
Q1 | $2.03M | Hold |
14,645
| – | – | 1.56% | 16 |
|
|
2022
Q4 | $2.03M | Buy |
+14,645
| New | +$2.03M | 1.56% | 16 |
|